Update case record and notify assignment team immediately

Your new case intakes miss assignment context, preventing attorneys from triaging or scheduling consults. You get a unified case record and an assignment alert so cases are routed same day.

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Overview

Intakes without assignment context cause manual lookups and delayed counsel assignment, which frustrates clients and increases admin load. This flow centralizes intake details into your case tracker and issues an assignment alert so cases get routed and staffed same day.